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AstraZeneca

449 hedge funds and large institutions have $8.63B invested in AstraZeneca in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $211M | Put options by funds: $76.1M

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% more funds holding

Funds holding: 449449 (0)

0.61% less ownership

Funds ownership: 13.09%12.48% (-0.61%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $10.8B → $8.63B (-$2.19B)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
449
Holders Change
Holders Change %
0%
% of All Funds
11.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
78
Increased
113
Reduced
161
Closed
74
Calls
$211M
Puts
$76.1M
Net Calls
+$135M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
501
Princeton Alpha Management
New Jersey
-$210K -3,193 Closed
CS
502
Comerica Securities
Michigan
-$207K -3,147 Closed
LAM
503
Lebenthal Asset Management
New York
-$237K -2,913 Closed
JFA
504
JNBA Financial Advisors
Minnesota
-$161K -2,451 Closed
S
505
SignatureFD
Georgia
-$161K -2,451 Closed
AIM
506
Acrospire Investment Management
Illinois
-$118K -1,803 Closed
PAI
507
Pittenger & Anderson Inc
Nebraska
-$113K -1,725 Closed
WG
508
Welch Group
Alabama
-$105K -1,600 Closed
IIC
509
Integrated Investment Consultants
Michigan
-$91K -1,477 Closed
MWP
510
MYCIO Wealth Partners
Pennsylvania
-$26K -400 Closed
WAS
511
WESPAC Advisors SoCal
California
-$19.7K -300 Closed
FNBSF
512
First National Bank Sioux Falls
South Dakota
-$18K -275 Closed
AA
513
Apriem Advisors
California
-$16K -246 Closed
JSAM
514
J. Safra Asset Management
New York
-$13K -192 Closed
WC
515
Whitnell & Co
Illinois
-$10K -156 Closed
TCM
516
Tradewinds Capital Management
Washington
-$8K -125 Closed
PFSC
517
Peoples Financial Services Corp
Pennsylvania
-$7K -113 Closed
M
518
MOTCO
Texas
-$7K -110 Closed
CA
519
CapWealth Advisors
Tennessee
-$5K -78 Closed
BCI
520
Brinker Capital Investments
Pennsylvania
-$4K -63 Closed
FPTW
521
Franklin, Parlapiano, Turner & Welch
Texas
-$3K -50 Closed
QI
522
QS Investors
New York
-$3K -50 Closed
IWMPD
523
Integrated Wealth Management (Palm Desert)
California
-$3K -45 Closed